Episode 56: $200K a Year in AUM Fees, Buying Your Nanny a Car, and Education with Lindsay Tanne Howe

May 11th, 2026  |  38 mins 23 secs

asset protection, aum fees, education planning, estate planning, family business, family relocation strategy, financial independence, financial literacy, higher education, household employee planning, international planning, liquidity event, tax planning

This week on the Scholar Wealth Podcast, Stephan tackles a listener paying his wirehouse advisor over $200,000 a year on $18 million in AUM and wondering whether self-management really has the threshold his advisor claims. He then walks through the right way for a family to provide a vehicle for their full-time nanny, covering insurance, title, and the cleanest structures for everyone involved. Finally, Lindsay Tanne Howe, founder and CEO of LogicPrep, returns to the show for a conversation on how education is increasingly driving where families choose to live, the rise of new global hubs from Lisbon to South Florida, and how AI is reshaping both the college admissions process and the curriculum on the other side of it.